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Expanding Capacity Through Offshore Teams

Join us for the first DCPA24 webinar that will dive into the strategic advantages of leveraging offshore teams to enhance capacity in... Read more

Digital CPA, Digital CPA, Digital CPA, Digital CPA, Digital CPA, Webinars, On-demand webinars

Every client needs spend management support in 2024....

Discover how your firm can enhance its advisory role by implementing comprehensive spend management solutions in 2024. Learn from RKL... Read more

Client Advisory Services, Bill pay, Spend & expense management, Blog articles

Beyond the Point & Click: Mastering Tech Upskilling and...

Welcome to the Digital CPA Podcast, join Kacee, Kalil, and Elinor as they share their perspectives on the role of technology in reshaping... Read more

Digital CPA, Digital CPA, Digital CPA, Digital CPA, Digital CPA, Podcasts

Generative AI: Maturing from theoretical to practical...

Generative AI (GenAI) is rapidly transitioning from theoretical exploration to tangible applications, transforming the accounting and... Read more

Innovation, Artificial intelligence, Profession insights, Blog articles

Catapult Your CAS Practice: Marketing Strategies to...

Client advisory services (CAS) is one of the fastest growing service areas in the accounting profession and offers tremendous opportunity... Read more

Client Advisory Services, Bill pay, Spend & expense management, Webinars, On-demand webinars

5 strategies to transform your nonprofit clients’...

There’s an approachable opportunity to expand your firm's services to nonprofit clients. Beyond the tax and auditing work lies a pain point... Read more

Client Advisory Services, Spend & expense management, Whitepapers

Technology, transformation and the future of accounting

After the most recent AICPA Council meeting, I sat down with Barry Melancon, AICPA president and CEO, to discuss the rapidly evolving... Read more

Innovation, Profession insights, Technology trends, Blog articles

Verticalization: Unlocking opportunities for growth

As the old adage goes, “you can’t be all things to all people.” This rings true in many facets of both our personal and professional lives... Read more

Client Advisory Services, Strategy, Blog articles

Becoming your clients' trusted tech advisor with Jim...

Welcome to the Digital CPA Podcast! In our latest episodes, we’ve delved into advisory services, and today, we’re shifting our focus to the... Read more

Digital CPA, Digital CPA, Digital CPA, Digital CPA, Digital CPA, Podcasts

Innovation, Profession insights, Technology trends, Videos

AP Payment Methods - Best Practices Guide

In this guide, BILL shares a step-by-step approach and best practices that will help you recommend scalable payment options for your clients... Read more

Client Advisory Services, Bill pay, Whitepapers

Tap into the financing advisory opportunity

If you asked each of your firm’s client advisory services (CAS) clients to write down their top 3 pain points, then compared the list to the... Read more

Client Advisory Services, Financing advisory, Blog articles